EverSource Wealth Advisors, LLC
CIK
0001710537
City
BIRMINGHAM
State / Country
AL
Holdings in PDO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $96,880 | 7,000 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $98,840 | 7,000 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $74,140 | 5,500 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $76,340 | 5,500 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $61,155 | 4,500 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $63,540 | 4,500 | Shares | Sole | 2024-11-08 |